Episode Details
| Title | Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405] |
|---|---|
| Date | 1/7/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy β |
Key Insights
Bullish:
- π’ $AISUBSCRIPTIONS - AI-powered products are showing strong market demand with customers willing to pay premium prices for subscription-based services, indicating potential for high-margin business models in the AI sector.
- βI think what we've seen different is, like, for us, for example, we have been for a long time, like, we were completely premium. There's no free product. You cannot even use it once for free. And that worked just fine. People were like, okay. Whatever. Here's money. Let's move on.β - Gaurav (46:53)
- π’ $VIDEOGEN - π
- π’ $AIAPPS - π
- π’ $NVDA - π
Bearish:
- π» $VIDEOPROD - π